PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$683K
2
+$666K
3
+$632K
4
XOM icon
Exxon Mobil
XOM
+$625K
5
VHT icon
Vanguard Health Care ETF
VHT
+$440K

Top Sells

1
+$1.41M
2
+$750K
3
+$330K
4
GIS icon
General Mills
GIS
+$234K
5
ABBV icon
AbbVie
ABBV
+$225K

Sector Composition

1 Financials 24.22%
2 Energy 3.95%
3 Consumer Staples 3.86%
4 Technology 3.05%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$520K 0.29%
3,855
-10
52
$512K 0.29%
4,705
53
$506K 0.28%
4,067
+124
54
$499K 0.28%
1,524
55
$483K 0.27%
4,248
56
$478K 0.27%
3,346
-141
57
$473K 0.27%
4,548
+204
58
$440K 0.25%
2,487
-97
59
$440K 0.25%
+3,190
60
$439K 0.25%
4,141
+177
61
$437K 0.25%
3,371
-276
62
$428K 0.24%
27,603
-75
63
$416K 0.23%
4,925
64
$406K 0.23%
2,424
65
$397K 0.22%
5,005
+905
66
$393K 0.22%
3,738
67
$389K 0.22%
10,784
+17
68
$380K 0.21%
14,070
69
$372K 0.21%
2,706
-91
70
$365K 0.21%
3,945
-210
71
$362K 0.2%
6,550
-25
72
$343K 0.19%
2,672
73
$341K 0.19%
2,775
74
$337K 0.19%
3,693
+150
75
$335K 0.19%
7,024
-1,780
1 2
3
4 5